Some practices have slow upload speeds or firewalls/security policies that make the build in 'Send to PAT CAT' functionality impractical to use. In these cases it might be quicker and easier to use a USB stick to save the data and then manually import it later rather than trying to send it via the internet.

This guide shows the required steps on how to de-identify and then save the data to a USB drive. It is assumed that a recent extract exists, if this is not the case, a new collect has to be started and be completed before the data can be copied to USB.

Open CAT4 and select an extract that you would like to send to PAT CAT. Please ensure that you select an Extract which doesNOThave the text "DEIDENTIFIED" or "DEIDENTIFIED_GTAGGED" in the extract name.

Open the Tools menu and select Deidentify Dataset

Press the OK button to confirm you wish to de-identify the extract

Press the OK button when the Success dialog appears

Notice that in the extracts panel, a new extract is listed with the text "DEIDENTIFIED" in the name. This is the file that is to be imported into PAT CAT.

More information on the De-identification and G-tagging process can be found in Appendix A.

After successfully de-identifying the data you need to confirm where the extract is stored. Open the Edit menu and select Preferences

Within the Clinical Audit Preferences window, select the Clinical Audit tab, the Extracts Directory textbox shows where the extracts are stored.

Open 'File Explorer' (Windows 10) or 'Windows Explorer' (Windows 7) and find the folder specified in the 'Extract Directory' setting. In this example it is C:\ClinicalAudit, but often the CAT4 data is located on a different drive so it can be shared by all users at the clinic.

The file you want to copy should be the most recently changed file in the extract directory, and it will have the word 'DEIDENTIFIED' in the file name. It will start with 'MedicalMicrodata-DEIDENTIFIED' and have the ending ...data.xml :

There are different ways to copy files under Windows, one of the quickest ways is to right-click on the file you want to copy to your USB stick, and select 'Send to' and then the USB stick, in this example the E: drive:

This will copy the file to your USB stick and you can import the file into your PAT CAT from the USB stick when back in your office. Please refer to the PAT CAT user guide for full details on how to import data manually.